中贝通信计划与北京邮电大学团队共建卫星互联网联合实验室，在武汉、北京、内蒙古等地针对物流无 人驾驶、无人机巡检、应急通信等典型应用场景开展实地测试，并与产业链核心伙伴深化合作，构建高 水平产学研协同创新平台。 "建议推动6G与低空经济、应急救援等领域深度融合，探索'6G+卫星+AI'模式，带动芯片、器件、终端 应用等上下游企业协同发展，培育千亿级产业集群。"1月28日，省人大代表、中贝通信集团股份有限公 司董事长李六兵说。 李六兵认为，6G将实现"空天地海"全域覆盖，更将深度融合人工智能、量子信息、脑机接口等前沿技 术，重塑数字经济格局。湖北依托雄厚的科教资源、坚实的"光芯屏端网"产业根基、行业"国家队"力量 以及前瞻性的战略布局，已成为全国少数在"通信科研、设备制造、场景应用"全链条具备核心竞争力的 省份，抢占先发优势。 李六兵建议，湖北应聚焦关键技术突破、加速场景赋能，全面构建全链条、高质量的产业生态。在技术 上，支持龙头企业组建高水平创新联合体，围绕太赫兹通信、空芯光纤传输、星地融合组网、6G网络 安全、超维度天线等关键环节开展联合攻关，推动更多"中国方案""湖北成果"纳入全球6G标准体系；在 应用上， ...

Market Overview - A-shares showed mixed performance on January 28, with the Shanghai Composite Index closing up 0.27% at 4151.24 points, while the ChiNext Index fell 0.57% to 3323.56 points, indicating a significant number of stocks declined, with 3640 stocks closing down [1][4][11]. Sector Performance - Resource stocks, particularly in non-ferrous metals, coal, and petrochemicals, experienced strong gains, with non-ferrous metals rising by 5.92% and coal by 3.42% [8][9]. - The small metals concept, rare resources, and phosphoric chemicals also saw substantial increases, while technology stocks faced volatility, with aerospace equipment and medical devices declining [6][11]. - The consumer sector, including major consumption stocks, remained weak, with declines in media, defense, automotive, and machinery sectors exceeding 1% [8][11]. Investment Sentiment - The market is transitioning from speculative trading to performance-driven investments, with a focus on earnings support rather than mere hype [3][13]. - Investors are advised to manage positions carefully, especially as earnings reports are expected to be released, which may reveal significant performance risks for individual stocks [3][13]. Capital Flow - As of January 27, the margin financing balance in the Shanghai and Shenzhen markets stood at 2.72 trillion yuan, indicating a cautious approach among investors [5]. - The market is expected to maintain a structural trend, with funds likely to flow into sectors supported by government policies and those showing improved performance [16][17]. Future Outlook - Analysts predict that the market may continue to experience fluctuations, with a potential shift towards value stocks as earnings reports are released [17]. - The overall sentiment remains cautious, with expectations of a long-term bullish trend despite short-term volatility [14][16].

Core Viewpoint - The A-share merger and acquisition (M&A) market remains active in early 2026, with over 297 disclosed M&A transactions, including 12 major asset restructurings as of January 28, 2026 [1]. Group 1: M&A Activity - Strategic emerging industries, particularly in semiconductors and artificial intelligence, are the core areas for listed companies' M&A activities [2]. - In January 2026 alone, several companies, including Yingxin Development, Kangxin New Materials, and Dinglong Co., announced plans for cross-industry mergers, indicating a trend of traditional manufacturing companies transitioning towards high-tech sectors [2][4]. - Notably, there have been at least eight disclosed cross-industry M&A cases this year, with four targeting semiconductor assets [4]. Group 2: Regulatory Scrutiny - Regulatory bodies have heightened scrutiny over cross-industry mergers, focusing on the authenticity of disclosures and the reasonableness of valuations [2][10]. - Companies like Kangxin New Materials and Fengfan Co. have received inquiry letters from regulators regarding their cross-industry M&A plans, highlighting concerns over speculative practices and high-risk transactions [2][10]. - The Shanghai Stock Exchange has raised questions about the feasibility of performance commitments made by companies involved in these transactions, particularly when historical performance has been poor [11][12]. Group 3: Financial Performance and Challenges - Many companies pursuing cross-industry mergers are facing challenges in their core business operations, with some reporting continuous losses [7][8]. - For instance, Yingxin Development and Han Jian Heshan have been struggling with profitability, prompting them to seek new growth avenues through M&A [7][8]. - The financial data of targeted companies, such as YB Semiconductor, shows significant projected losses, raising concerns about the viability of these acquisitions [4][11].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002231 证券简称：*ST奥维（维权） 公告编号：2026-018 奥维通信股份有限公司 风险提示暨可能因市值终止上市的第十一次风险提示公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 特别提示： 1、截至2026年1月28日，奥维通信股份有限公司（以下简称"公司"）股票收盘总市值已连续十九个交易 日均低于5亿元。根据《深圳证券交易所股票上市规则》（以下简称"《股票上市规则》"）第9.2.1条的 规定，若公司股票连续二十个交易日收盘总市值均低于5亿元，公司股票将被深圳证券交易所（以下简 称"深交所"）终止上市交易。 2、公司股票2026年1月28日收盘价为0.63元/股，已连续十个交易日低于1元。根据《股票上市规则》第 9.2.1条的规定，若公司股票连续二十个交易日收盘价均低于1元，公司股票将被深交所终止上市交易。 3、因触及交易类强制退市情形而终止上市的股票不进入退市整理期，敬请广大投资者注意投资风险。 一、公司股票可能被终止上市的原因 关于公司股票存在可能因股价低于面值终止上市的第二次 根 ...

2026 年 01 月 28 日 华夏中证科创创业 50ETF 投资价值 分析 ——指数基金产品研究系列报告之二百六十七 相关研究 证券分析师 沈思逸 A0230521070001 shensy@swsresearch.com 邓虎 A0230520070003 denghu@swsresearch.com 联系人 沈思逸 A0230521070001 shensy@swsresearch.com 权 益 量 化 研 究 证 券 研 究 报 告 请务必仔细阅读正文之后的各项信息披露与声明 本研究报告仅通过邮件提供给 博时基金 博时基金管理有限公司(researchreport@bosera.com) 使用。1 ETP 研 究 - ⚫ 华夏中证科创创业 50ETF 于 2021 年 6 月 24 日成立，截至 2025 年末规模 50 亿元， 费率 0.15%，目前由徐猛和王欣薇两位基金经理共同管理。 ⚫ 当前，中国经济发展的核心驱动力正在发生深刻变革。推动产业转型升级、培育经济增长 新动能，关键在于以科技创新驱动新质生产力的发展。国家明确将统筹各方力量坚决打赢 关键核心技术攻坚战。特别是在面向未来的"十五五" ...

Core Viewpoint - Huiyuan Communication (000586.SZ) forecasts a reduced net loss for the fiscal year 2025, projecting a loss of 3 million to 1.5 million yuan, compared to a loss of 9.3426 million yuan in the same period last year [1] Financial Performance - The net profit attributable to shareholders is expected to be a loss of 3 million to 1.5 million yuan, an improvement from the previous year's loss of 9.3426 million yuan [1] - The net profit after deducting non-recurring gains and losses is projected to be a loss of 5 million to 3.5 million yuan, compared to a loss of 11.2492 million yuan in the prior year [1] Revenue Drivers - The reduction in losses for 2025 compared to 2024 is primarily due to an increase in sales revenue from optical fiber and cable, as well as online monitoring business [1] - The company received a government subsidy of 2 million yuan for being recognized as a "specialized, refined, characteristic, and innovative" small giant enterprise, which is accounted for as non-recurring gains in the financial statements [1]

Core Viewpoint - The company, Zhaolong Interconnect (300913.SZ), expects a significant increase in net profit for 2025, driven by the growth in digitalization and artificial intelligence technology, as well as the rising demand for computing power [1] Financial Performance - The projected net profit attributable to shareholders for 2025 is between 215 million and 238 million yuan, representing a year-on-year growth of 40.51% to 55.54% [1] - The net profit after deducting non-recurring gains and losses is expected to be between 210 million and 233 million yuan, indicating a substantial increase of 90.93% to 111.84% compared to the previous year [1] Industry Trends - The company benefits from the rapid growth in demand for data transmission and connectivity, fueled by global digitalization and advancements in artificial intelligence [1] - The company is actively increasing its investment in technological innovation and product research and development to seize industry opportunities [1] Business Development - The sales revenue from 6A and above data cables, specialized cables, and connection products is expected to grow steadily in 2025, with continuous optimization of product structure enhancing overall profitability [1] - The company is focused on expanding its high-quality customer base both domestically and internationally, deepening strategic partnerships to achieve stable growth in its main business [1]

（编辑 袁冠琳） 证券日报网讯 1月28日，康希通信发布公告称，公司预计2025年度实现营业收入68，350万元左右，同 比增加16，071万元左右，同比增长30.74%左右；归属于母公司所有者的净利润为-4，350万元左右，同 比减亏3，263万元左右。 ...

每经AI快讯，铭普光磁1月28日晚间发布公告称，公司2025年拟计提各项减值准备金额合计约3052.7万 元，预计将减少2025年度归属于母公司所有者的净利润2750.16万元，减少2025年12月31日归属于母公 司的所有者权益2750.16万元。最终计提的2025年度减值准备金额以会计师事务所审计结果为准。 每经头条（nbdtoutiao）——从极寒测试到万套装车！半固态电池今年有望搭载多款新车：各大厂商摩 拳擦掌，动力电池技术迎来迭代年 （记者 王瀚黎） ...

每经AI快讯，汇源通信1月28日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润亏损150 万元~300万元；基本每股收益亏损约0.0155元~0.0078元。上年同期归属于上市公司股东的净利润上升 67.89%~83.94%。业绩变动主要原因是，报告期内光纤光缆及在线监测业务销售收入较上年同期增加所 致；公司子公司报告期内收到专精特新"小巨人"企业补贴款200万元，该补助与收益相关，计入报告期 损益，该事项属于非经常性损益。 每经头条（nbdtoutiao）——从极寒测试到万套装车！半固态电池今年有望搭载多款新车：各大厂商摩 拳擦掌，动力电池技术迎来迭代年 （记者 王晓波） ...